Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47828.46 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46433.57 Kr¶
PnL: ---------------------------------------> -455.0 Kr¶
DD now: ---------------------------------> -1.648 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 16:26:56.351886'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.440000 | 2870.000000 | 234.000000 | 8.880000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.660000 | 3135.600000 | 164.600000 | 5.540000 | 2971.000006 |
| Corem Property Group B | 59 | -3.180000 | 664.930000 | 87.930000 | 15.240000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.270000 | 439.200000 | 84.200000 | 23.720000 | 355.000000 |
| Boozt | 12 | 1.490000 | 1719.600000 | 65.600000 | 3.970000 | 1653.999996 |
| HMS Networks | 2 | 0.000000 | 717.200000 | 44.200000 | 6.570000 | 673.000000 |
| OEM International B | 7 | 1.400000 | 556.500000 | 28.500000 | 5.400000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Intrum | 4 | 0.620000 | 549.200000 | 22.200000 | 4.210000 | 527.000000 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Essity A | 4 | 0.340000 | 1168.000000 | 19.000000 | 1.650000 | 1149.000000 |
| Karnov Group | 9 | 0.160000 | 552.600000 | 16.600000 | 3.100000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.440000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.730000 | 259.920000 | 13.920000 | 5.660000 | 246.000000 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| SAAB B | 8 | 1.680000 | 3387.200000 | 10.200000 | 0.300000 | 3377.000000 |
| Essity B | 2 | 0.070000 | 583.200000 | 9.200000 | 1.600000 | 574.000000 |
| Norva24 Group | 16 | -0.810000 | 549.440000 | 6.440000 | 1.190000 | 543.000000 |
| AcadeMedia | 12 | -0.550000 | 560.880000 | 3.880000 | 0.700000 | 557.000004 |
| Resurs Holding | 22 | -1.390000 | 577.720000 | 3.720000 | 0.650000 | 573.999998 |
| Midsona B | 63 | -3.830000 | 585.900000 | 2.900000 | 0.500000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.890000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Securitas B | 6 | 0.110000 | 570.720000 | 0.720000 | 0.130000 | 570.000000 |
| CTEK | 13 | -1.870000 | 531.440000 | -2.560000 | -0.480000 | 533.999999 |
| Handelsbanken A | 5 | -1.270000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Swedbank A | 3 | -0.740000 | 559.650000 | -4.350000 | -0.770000 | 564.000000 |
| Nordea Bank Abp | 29 | -0.570000 | 3448.680000 | -5.320000 | -0.150000 | 3453.999992 |
| International Petroleum Corp. | 5 | 1.680000 | 544.000000 | -50.570000 | -8.510000 | 594.565215 |
| Vivesto | 1368 | 1.590000 | 558.690000 | -54.310000 | -8.860000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| OX2 | 18 | 0.180000 | 1505.700000 | -158.300000 | -9.510000 | 1663.999992 |
| Axfood | 13 | 0.290000 | 3590.600000 | -165.400000 | -4.400000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.020000 | 3465.000000 | -346.000000 | -9.080000 | 3810.999990 |
| Ovzon | 52 | -4.490000 | 2875.600000 | -486.400000 | -14.470000 | 3361.999992 |
| TOTAL | 46433.570000 | -455.000000 | -1.64802% | 46888.564618 |
Updated:¶
'2023-01-17 16:27:08.904182'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
